Time to Review your Vesting Process?

Free Webinar | Optimize Your Stock Plan Vesting Workflows Without Breaking the Bank

The vesting process for Restricted Stock & Performance Stock awards can be complicated. Stock Plan Administrators are often juggling the demands of multiple stakeholders, managing several different system inputs, and ensuring operational processing, all while adhering to a very tight timeline. To top it off, accuracy is critical to SOX compliance! 

So how do you meet the demands and timing of an RSU or PSU vest, while avoiding missing tax codes, processing terminated employees, and dozens of other common errors? In this webinar, we'll review a typical vesting process and identify effective ways to improve your workflows to maximize accuracy and efficiency. 

View the webinar recording for impactful strategies that you can apply to your vesting workflows.

What We'll Cover

  • Get a comprehensive guide to the pre-lapse audit and release process, including:
    • Tax | Tax withholding method election, federal tax elections, mobility populations, tax rates
    • Employee Communications | Withholding methods, accepted award, snapshots
    • SOX Control | Evidence of SOX control, auditing DWAC and share delivery
    • Payroll Files | FX rates, multiple payroll files and formats
  • Review the pros and cons of using tech to automate and simplify your vesting workflows
  • Understand the path to improving vesting workflows in your organization


howardHoward Runyon | Chief Technology Officer, CompIntelligence

Howard Runyon is recognized as an innovator in equity compensation management, with a long history of developing unique solutions for challenging problems. With his "automation first" paradigm, he has architected some of the most popular commercial and custom applications used in equity compensation.

Howard joined CompIntelligence as one of the initial employees in 2006, after building and leading the development of the custom programming division at Transcentive, Inc., a provider of stock plan software and services. His main focus is to create and continually improve upon the CompIntelligence SaaS suite of products, including CompXchange and CompReporting.


michelle-1Michelle Tomasetti| Certified Equity Professional, CompIntelligence

Michelle is a Certified Equity Professional (CEP), with 15 years experience in equity administration. She has broad expertise in equity compensation plan design, system implementation, vendor management, and employee communications relating to equity compensation plans. 

Prior to joining CompIntelligence, Michelle held a variety of key positions with small to mid-size biotechnology/pharmaceutical companies implementing, managing and assisting in equity-based compensation plans using comprehensive strategies and a wide-ranging set of administrative tools to implement and effectively enhance the administration of the day to day operations of these plans.

View Webinar Recording